Session 3: The people equation: Managing clients and staff and closing remarks

For all the importance of tech to a strong CAS offering, getting the people right matters, too – whether in terms of creating strong engagement teams, or building the right roster of clients. And once that's done, making sure everyone is on the same page on everything from systems and processes to technology to reporting and advisory opportunities remains a constant challenge.

What you'll learn:

• How to identify and onboard the right clients
• What skills your staff will need
• How to staff your engagements